Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

Required minimum distributions and Roth conversions are colliding in 2026 in a way that will force retirees to pick a side: ...

It's true that Roth IRAs have income limits for contributions. In 2026, the limits are $168,000 if you're single, $252,000 if ...

It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

The money you have in your tax-advantaged retirement plan usually can't just sit there forever. Rather, you're required to start taking minimum distributions once you turn 70 1/2. This rule applies if ...

The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those who inherited an IRA within the last five years. Knowing the rules could ...

At 73, you’ve reached a significant milestone, which is a result of a lifetime of hard work, planning, and perseverance. Congratulations! However, this particular birthday also comes with an essential ...

If you play your cards right, you can avoid an unwanted tax bill. When I first started working full-time and was able to make ...

Required minimum distributions, or RMDs, are the amounts that must be withdrawn each year from specific retirement plan accounts upon reaching the required minimum distribution age. These mandatory ...